Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RISE ADVISORS LLC | 0 | 601 | $51,579 | 154 | 0.00 | 0.00 | -3 | -1.91 | 12-31-2023 |
OPEROSE ADVISORS LLC | COMMON | Liquidated | $0 | 0 | 0.00 | 146 | +Inf | 12-31-2023 | |
MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 139 | +Inf | 12-31-2023 | |
CENTRAL TRUST CO | COM | 604 | $65,593 | 125 | 0.00 | 0.00 | 50 | 66.67 | 03-31-2024 |